User Groups

You can organize users into user groups to facilitate sending emails or setting permissions for the entire group rather than having to select each individual. User groups will only be available if all users in a given group have access to the current workspace. You can optionally select a workspace to narrow the choices for creating a group.

  • View List of User Groups

    • Select ALL WORKSPACES from the workspace drop-down list at the top left of the page.
    • Click the Settings gear icon at the top right of the screen.
    • On the left menu, under USER, click User groups.

  • Create a User Group

    • Select ALL WORKSPACES from the workspace drop-down list at the top left of the page.
    • Click the Settings gear icon at the top right of the screen.
    • On the left menu, under USERS, click User groups.
    • Click the Add New Group button at the top of the page.
    • Enter the group name and select the desired users.
    • Click Create.

  • Edit User Group Profile

    Select ALL WORKSPACES from the select workspace drop-down list in the top navigation. Click the Settings link at the top of the screen. On the left menu, click User Groups.

    Click Edit to the right of the group. Enter the revised information. Click Save Changes.

  • Edit Members of a User Group

    • Select ALL WORKSPACES from the workspace drop-down list at the top left of the page.
    • Click the Settings gear icon at the top right of the screen.
    • On the left menu, under USERS, click User groups.
    • Click Edit to the right of the group.
    • Select or deselect users.
    • Click Save Changes.

  • Delete a User Group

    • Select ALL WORKSPACES from the workspace drop-down list at the top left of the page.
    • Click the Settings gear icon at the top right of the screen.
    • On the left menu, under USERS, click User groups. C
    • lick the Delete link next to the group you would like to delete.
    • Click OK.

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